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Shannon Almy

Investment adviser representative at Fenimore Asset Management, Inc.
24 yearsExperience
5 statesRegistered in
$5.4BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

24 years in the industry.

  1. Fenimore Asset Management, Inc.Oct 2002 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 5 states (FL, MA, NY, PA, VA).

Fenimore Asset Management, Inc.

$5.4BAssets managed
682Clients
19Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5163406
Firm CRD
110946
Advisor's SEC record (opens in a new tab)
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